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The First Accounting Transformation Platform Powered by AI Agent
The Role
The Solutions Consultant engages with clients to understand integration needs, collaborates with sales and product teams, and demonstrates integration capabilities to secure customer buy-in.
Summary Generated by Built In
Our Technical Architect (Pre-Sales) is an essential pre-sales customer-facing role within the Global Revenue Organization, partnering with prospects and clients to drive a mutual understanding of FloQast’s vast integration ecosystem. This role directly engages with our customer’s IT, Financial Systems Admins, and other end-users, answering questions, consulting, and selling on best practices around integrations that span ERPs, Cloud Storage, SSO, Communication Tools, other Financial systems, and more. This team player collaborates closely with Account Executives, Solutions Consultants, and Account Managers on late-stage opportunities and will be the face of FloQast when talking to the customer’s IT counterparts. This person will in turn play a key role in providing feedback to the product/engineering teams about integration gaps they receive feedback on and see themselves during the sales process.
*Visa sponsorship is NOT available at this time
What You'll Do:
- Serve as subject matter expert for FloQast’s integration ecosystem, including pre-built APIs, custom APIs and connectors, SFTP, and SAML
- Join late-stage Sales opportunities to demonstrate Integration requirements to prospective customers, answer questions, and sell on the value these integrations bring to secure IT approval
- Strategize with the Sales team on best next steps to get the technical buy-in from the prospect
- Collaborate with the Product/Engineering team on developments needed from an integration perspective
- Ensure all customer-facing technical guides for third-party integrations are up-to-date and provide materials to the Sales Team or prospects, as needed
- Answer questions from the sales team about integrations for their customer use cases
- Deliver the required integrations and FloQast test environments for occasional proof of concepts needed to secure a customer
- Write regular expressions to parse file names and contents for data processing as part of integrations with ERPs, subledgers, banks, etc. related to POCs, as needed
- Any other duties or tasks that may be assigned to help the Solutions Consulting department, the Company, and/or our clients meet their goals
What You'll Bring:
- Minimum 3-5 years of experience as a Solutions Engineer, Solutions Architect or in a Financial Business Systems, Technical IT Consulting, IT, or related role with a focus on integrations, IT infrastructure, and system interoperability
- Possess a deep understanding of the IT infrastructure and the associated needs and pain points to position FloQast effectively
- Energetic communicator who enjoys relationship building via multiple video conferencing calls daily
- Strong verbal and written skills to assist customers over live meetings, zoom, and/or email
- Ability to communicate technical IT concepts to both technical and non-technical audiences
- Experience with ERP systems, supporting configuration, integration, or migration of ERP modules
- Experience with cloud storage systems and administration experience within a team setting
- Experience with Single Sign-On (SSO) solutions and administrative experience within a team setting
- Collaborative team player; must be comfortable in a high-velocity sales environment
- Self-starter with a high level of initiative and follow-through; views each scenario as an opportunity to improve the current process and strive towards further excellence
- Ability to work well under tight deadlines and respond to rapidly changing demands
- Ability to travel up to 25%
Nice-to-haves:
- Degree in IT, Business Systems, Accounting Information Systems, or a related field
- Familiarity with scripting and data formats (e.g., regex, JSON, Python, SQL) to assist in advanced troubleshooting and customization for integrations
- Experience publishing and/or updating technical documentation
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About FloQast:
FloQast is the leading AI-powered Accounting Transformation Platform, uniquely built by former accountants for accountants. We automate complex, recurring accounting workflows—transforming preparers into strategic reviewers and relieving accountants from tedious manual work. Our cloud-based solution is trusted by over 3,500 world-class accounting teams, including Lululemon, Doordash, and the MLB, to drive collaboration and financial accuracy. Driven by a mission to continuously elevate the profession, FloQast is redefining both the practice and the perception of accounting on a global scale.
Our values act as a guiding compass, shaping every decision we make, and are non-negotiable, particularly in our hiring process. Alongside our employees, partners, and customers, we embody these values every day:
Unwaveringly Authentic
Ambitious with Integrity
Empowered to Grow
Committed to Collaboration
Customer Obsessed in All Ways
FloQast is regularly rated as a Best Place to Work!
- Inc. Magazine’s Best Workplaces in 2025, 2024, 2023, 2022, and 2021
- Best Places to Work by LA Business Journal since 2017 (that’s 9 years!)
- Built In’s Best Place to Work in Los Angeles 7 years in a row!
Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on G2 Crowd.
If this aligns closely with what you are looking for, hit “Apply” and come join our growing team!
FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees.
Skills Required
- 3-5 years of experience in a technical consulting or solutions role
- Experience with integration, IT infrastructure, and system interoperability
- Strong verbal and written communication skills
- Ability to explain technical concepts to diverse audiences
- Experience with ERP systems and cloud storage systems
- Ability to travel up to 25%
What the Team is Saying
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Software Engineer I
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Sri
CTO
Josh
President and CRO
Joe
SVP Product
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FloQast Compensation & Benefits Highlights
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Healthcare Strength — Health coverage is presented as comprehensive, with multiple medical plan options (some fully employer‑paid) alongside employer‑paid life and disability and access to therapy. Dental and vision are often described as fully covered, adding tangible value to total rewards.
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Parental & Family Support — Family‑forming support and paid parental leave (e.g., 16 weeks for birthing parents and 12 weeks for non‑birthing) are highlighted, plus a subsidized SNOO bassinet. These offerings provide meaningful support for growing families.
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Leave & Time Off Breadth — Unlimited PTO combined with company‑wide Catch‑Up Days and generous sick time creates additional recharge opportunities. Time‑off policies are emphasized across job materials and benefits overviews.
FloQast Insights
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The Company
What We Do
By automating and streamlining common accounting workflows to make them more efficient, FloQast is where accounting teams want to work so they can focus on what matters most, even when that’s just logging off on time. Whether automating reconciliations, documentation requests, or streamlining recurring accounting processes, such as the month-end close, financial reporting, or payroll, FloQast's platform enhances the way accounting teams already work to help them operate more efficiently.
Why Work With Us
Our cloud-based, AI-enhanced software is trusted by more than 3,000 accounting teams, including those at Twilio, Gong, Instacart, and The Golden State Warriors - and still growing! We aspire to forever elevate accounting and improve both the practice and perceptions of the profession.
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FloQast Teams
Leadership Team
About our Teams
FloQast Offices
Remote Workspace
Employees work remotely.
FloQast's Employee Choice policy allows employees to choose to be hybrid or remote!
Typical time on-site:
None
